SVXYX Mutual Fund

SVXYX Mutual Fund (Smead International Value Fund Class Y) is managed by Smead Capital Management with $113.6M in net assets. SVXYX expense ratio is 1.01%, holding 29 positions across sectors including Energy, Financials, Industrials. Inception date: 2022-01-12.

SVXYX performance shows a YTD return of 28.81%. The 1-year return is 48.51%. SVXYX dividend yield stands at 1.37%, paid annually.

SVXYX top holdings include Northern Institutional Treasury Portfolio (10.2%), Cenovus Energy, Inc. (9.7%), Bawag Group Ag Common Stock EUR (9.1%), Strathcona Resou (7.0%), Tamarack Valley Energy Ltd. (5.7%). Go to all SVXYX holdings, SVXYX sectors, or SVXYX dividends.

SVXYX can be compared against other funds. Use SVXYX overlap to find shared positions, or SVXYX vs another fund for a side-by-side view. SVXYX alternatives are available via the screener, along with tax-loss harvesting opportunities.